New World Advisors’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

New World Advisors’s Portfolio IGIB Stock Details IGIB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-4,491	Closed	-$242K	–	85
2025 Q4	$242K	Buy	4,491 +70	+2%	+$3.78K	0.04%	72
2025 Q3	$239K	Sell	4,421 -74	-2%	-$3.96K	0.04%	64
2025 Q2	$240K	Buy	4,495 +175	+4%	+$9.13K	0.05%	62
2025 Q1	$227K	Buy	4,320 +32	+0.7%	+$1.66K	0.05%	72
2024 Q4	$221K	Buy	4,288 +64	+2%	+$3.35K	0.05%	69
2024 Q3	$227K	Buy	4,224 +46	+1%	+$2.43K	0.06%	68
2024 Q2	$214K	Buy	4,178 +23	+0.6%	+$1.17K	0.06%	70
2024 Q1	$214K	Buy	+4,155	New	+$214K	0.06%	65

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

New World Advisors's IGIB Position: Q1 2026 in Review

New World Advisors sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2026, closing a stake of 4,491 shares — an estimated $242K sold.

New World Advisors first reported a position in IGIB in Q1 2024 and held it in 8 quarters. The position peaked at $242K in Q4 2025. 709 funds tracked by Wall St. Rank hold IGIB as of Q1 2026.

New World Advisors reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
New World Advisors sold 4,491 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $242K.
New World Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2024 and held it in 8 quarters.
New World Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $242K in Q4 2025.
709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on New World Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.